Intel still needs time to capitalize on the AI chip market's growth, but its rival is already making solid progress in this space.Intel (INTC 0.25%) has been one of the hottest stocks in the semiconductor space in the past six months. The share price is up an incredible 137% during this period, due to the company's turnaround efforts and investments by Nvidia, SoftBank, and the U.S. government, which have bolstered the company's balance sheet.However, Intel still has a lot of work to do before it can capita ...

【环球网财经综合报道】日前，全球最大主权财富基金——挪威政府全球养老基金公布数据，2025年投资收益 达到2.36万亿挪威克朗，约合2465亿美元；年投资回报率为15.1%。其中，股票投资表现尤为突出，回报率达 19.3%，大型科技股是该基金业绩的核心驱动力，其前五大持仓包括英伟达、苹果、微软、Alphabet和亚马逊。 半岛电视台对此发文称，该基金投资的一半以上在美国，其中大部分在股票和债券中，最大的10项投资占股票 投资组合的20%。基金CEO尼科莱·延森分析称："特别是在原材料行业，我们看到了强劲的表现。你们看到了 金属，如黄金、白银、铜等价格的上涨，这对业绩有很大帮助。金融行业也表现强劲，而房地产行业则表现最 差。" 报道也提到，到2025年下半年，挪威主权基金已将其在美国最大科技公司的股份降低，包括对芯片巨头英特尔 的投资份额从6月到年底从1.32%降至1.26%，对微软的投资份额从1.35%降至1.26% 该基金还预计，如果全球经济因地缘政治环境恶化，其投资组合可能会总体下降37%，这将超过人工智能场景 35%的预期影响。 ...

Intel could be close to a major foundry win.DigiTimes reported on Wednesday that Nvidia is planning to tap Intel's (INTC 1.14%) foundry for some manufacturing and advanced packaging needs beginning in 2028. Nothing has been confirmed, so this remains in the realm of rumors and speculation. However, it does line up with comments made by Intel management during the fourth-quarter earnings call.If this Nvidia rumor is true, Intel's foundry business will get a significant boost from the king of AI chips. A mix ...

Intel Corporation (NASDAQ:INTC) is one of the stocks Jim Cramer talked about, along with the memory shortage. Cramer noted the company’s “dismal guidance,” as he commented: Finally, when Intel reported last Thursday, the stock got clobbered. Remember… it was down 17% on Friday, another 5% on Monday, before stabilizing today. That’s not because the numbers were bad. The quarterly results were actually quite good. Instead, Intel gave dismal guidance because they just don’t have the ability to meet the deman ...

Core Viewpoint - Intel's stock experienced a significant rise on January 28, 2026, attributed to discussions about potential foundry collaborations with Nvidia and Apple, alongside an insider acquisition by the CFO, despite a disappointing Q4 2025 earnings report and weak guidance just a week prior [1][3]. Financial Performance - Q4 2025 earnings revealed a GAAP loss of $300 million and ongoing supply issues, indicating no substantial changes in the near-term business outlook since the unsatisfactory earnings report [4][7]. - The stock closed at $48.78, significantly below its 52-week peak of $54.60, with trading volume at 200 million shares, exceeding 100% above the three-month average [11]. Market Sentiment and Trading Activity - The recent stock rally is characterized by a sudden reversal in sentiment, driven by high trading volume and intense call option activity, typical of a relief rally following a sell-off [5]. - Evidence suggests a combination of opportunistic institutional buying and retail investors chasing headlines, although institutional sentiment remains cautious [6]. Future Outlook - The rally is based on speculative foundry news that may not materialize for several years, and the positive insider purchase does not address the fundamental challenges highlighted in the recent earnings report [7]. - Weak guidance for Q1 2026 and persistent supply constraints are critical realities, with a key resistance point at the $50 psychological barrier, indicating potential distribution for those who purchased the dip [7]. Insider Activity - CFO David Zinsner's acquisition of 5,882 shares at $42.50 serves as an institutional signal, while aggressive call purchasing suggests a significant speculative, likely retail-driven aspect [12].

After a hot start to 2026, shares of Intel (NASDAQ: INTC) plunged on news that the semiconductor company issued weak guidance in its latest earnings report. The stock is still trading up around 19% in 2026 and has more than doubled over the past year, as of this writing. Let's take a closer look at its earnings report and prospects to see if long-term investors should consider buying this recent dip. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks ...

Market Overview - The Federal Reserve maintained the federal funds rate target range at 3.5%-3.75%, aligning with market expectations[9] - The Hang Seng Index closed at 27,827, down 2.58% for the day but up 8.57% year-to-date[3] - The S&P 500 index closed at 6,978, with a slight decrease of 0.01% for the day and a year-to-date increase of 1.94%[3] Stock Performance - Gold prices surged, with spot gold exceeding $5,280 per ounce, marking a monthly increase of over 22%[9] - Semiconductor stocks saw significant gains, with the Philadelphia Semiconductor Index rising by 2.34%[9] - Major tech stocks showed mixed results, with Intel up 11.04% and Microsoft down 6% post-earnings report[9] Sector Highlights - Oil stocks continued to rise, with Shanghai Petrochemical gaining over 5% due to geopolitical tensions driving oil prices up by 3%[9] - New consumer concept stocks performed well, with a snack retail chain soaring 69% on its debut[9] - Airline stocks faced pressure, with China Southern Airlines down 6.83% due to rising operational costs[9] Economic Indicators - The U.S. dollar index fell to 95.51, the lowest since February 2022, contributing to the rise in gold prices[9] - The Japanese yen strengthened, impacting export-related stocks negatively, with Toyota down 3.24%[13] - The Bank of Japan raised its policy rate to 0.75%, the highest in 30 years, indicating a cautious approach to future rate hikes[13]

⑤ 【自由现金流增长23%，IBM涨超7%】当地时间1月29日，IBM 2025Q4财报显示，营收196.9亿美 元，同比增长12%；软件收入90.3亿美元，同比增长14%；咨询收入53.5亿美元，同比增长3.4%；第四 季度自由现金流75.5亿美元，同比增长23%。截至发稿，IBM上涨7.88%。 ⑥ 【苹果将在盘后发布财报】当地时间1月29日美股盘后，苹果将发布最新财报。 ① 【三大期指齐涨】道指期货涨0.08%、标普500指数期货涨0.17%、纳指期货涨0.23%。 ② 【Q4业绩超预期，Meta涨超7%】当地时间1月28日，Meta 2025Q4财报显示，Q4营收为598.93亿美 元，同比增长24%，高于分析师预期的584.2亿美元；Q4净利润227.68亿美元，同比增长9%，稀释后每 股收益8.88美元，同比增长11%。业绩指引方面，预计2026年Q1总营收将在535亿至565亿美元之间，高 于分析师预期的512.7亿美元。截至发稿，Meta上涨7.81%。 ③ 【云业务增速放缓，资本支出创新高，微软跌超5%】当地时间1月28日，微软2026财年Q2财报显 示，营收和利润均高于预期，核心业务Azu ...

Core Viewpoint - The long position in Intel Corporation (NASDAQ: INTC) has been notably successful over the past 12 months, indicating strong performance and potential for continued investment interest [1]. Group 1 - The successful trade in Intel Corporation began in April 2025, highlighting a significant timeframe for investment evaluation [1].

Intel stock has been surging of late, but the business is still well behind this manufacturing leader.After years of lagging the market, Intel (INTC +11.06%) has suddenly found new life.The stock has more than doubled over the last six months, even after its sharp pullback following disappointing guidance in its fourth-quarter earnings report.Intel has rebounded with the help of the U.S. government, which took a 9.9% stake in the stock last August, which was followed by Nvidia investing $5 billion in the ch ...